Website DallasInvest Dallas Investment Group
Strategic Capital Solutions
Job Description
About the Role
Harbor Financial Group seeks a Financial Analyst to support corporate budgeting and strategic planning. Partner with business units to analyze financial performance and recommend operational improvements.
Responsibilities
- Prepare monthly variance reports
- Develop forecasting models
- Analyze ROI on capital projects
- Automate financial processes
- Support annual budgeting cycle
- Present findings to executives
Requirements
- BS in Finance/Accounting
- 3+ years FP&A experience
- Advanced Excel skills
- Power BI/Tableau proficiency
- ERP system experience
- MBA/CPA preferred
Benefits
- Annual bonus 15-20%
- Hybrid work model
- Student loan assistance
- Premium healthcare plans
- CFA reimbursement
- Commuter benefits
About the Company
Harbor Financial manages $25B+ assets serving institutional clients nationwide. Our NYC headquarters drives data-driven decision making through rigorous financial analysis.
Job ID: financial-analyst-(fp&a)-Q8Vk6
